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RARE AND TIMELY  COVERAGE

RARE AND TIMELY COVERAGE Largest alternative data provider for emerging markets including South-east Asia, Middle East, Latin America, India and more.

What

do we cover?

Food Delivery

Food Delivery

GrabFood

Gojek

Foodpanda

UberEats

Deliveroo

Swiggy

Zomato

Talabat

Careem Now

more ...

RIDE-HAILING

RIDE-HAILING

Grab

Gojek

Bolt

Lyft

Uber

Beat

99 / Didi

Ola

Free Now

more ...

E-COMMERCE

E-COMMERCE

Shopee

Lazada

Tokopedia

Flipkart

Mercado Libra

Magazine Luiza

Bukalapak

HKTVMall

more ...

Who

are our target users?

Financial Institutions

fourLinesFinancial Institutions

Corporates

fourLinesMerchants

Researchers

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Media

fourLinesMedia

Data Report

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#MarketShare

Food delivery market share change in Asia

Measurable AI continues to monitor the market share change across different markets in the heated food delivery industry. Check the latest landscape in Asia Pacific across Hong Kong, Taiwan, Singapore and Malaysia in 2021 (based on monthly total sales in USD).

#FoodDelivery

DoorDash: Beat consensus with weekly fresh data

Measurable AI's aggregated order volume is highly correlated with Doordash(NYSE:DASH)'s reported total orders by quarterly throughout the past few years (2019 -2021).

#India

Zomato: Keep up with the new stars

With the full granularity of e-receipts data, Measurable AI helps clients monitor a variety of metrics from revenues to specific GMV or customer-level behaviour. Our quarterly aggregated order volume for Zomato(NSE: ZOMATO) continues to show a high correlation with Zomato’s reported GOV(Gross Order Value). *Zomato's financial year 2021 starts July 2020 and ends April 2021

Data Insights

#FOOD DELIVERY#RIDE SHARING#E-COMMERCE
 
#Entertainment

May 30, 2023

A Dip in Garena’s Momentum: Free Fire Slowdown in Spending
The digital entertainment sector experienced phenomenal growth amidst the pandemic, with many games enjoying sustained popularity over the years. However, as we transition out of the pandemic, it seems that even some of the most successful games are beginning to lose their momentum. Measurable AI’s e-receipt panel, which also tracks in-app purchases for mobile apps and games, has been monitoring an intriguing trend in SE(NYSE:SE)’s game powerhouse Garena. The company’s successful battle royale game Free Fire has been experiencing a decrease in consumer spending in the wake of the pandemic over the past 16 months. The Cooling Flame of Garena At Measurable AI, we build and own a unique consumer panel and are the largest transactional email receipt data provider for the emerging markets. Despite some moderate upticks in overall consumer spending during Q1 2023 (the app is available in 50 countries), Free Fire’s overall revenue from in-app purchases on Google Play has been trending downward since 2022. Notably, current spending rates are still lower than they were a year ago. Measurable AI: Free Fire Consumer Spending Volume Trend (2022-2023Q1) *Order Volume Trend = Estimated order volume index, which is based on the monthly in-app-purchase order volume captured in Measurable AI’s unique consumer panel. Data range 2022 January to 2023 March. Only in-app-purchase orders on Google Play are plotted in this chart. Free Fire’s Battlefield in India A major blow to Free Fire came on February 14th, 2022, when the game, along with 53 other apps, was banned in India by the Ministry of Home Affairs. As tracked by Measurable AI’s in-app purchases data on Google Play, Free Fire’s game purchases in India collapsed, eventually falling to zero. However, a different version of the game, Free Fire Max, moved in to fill the void. Nevertheless, four months into the ban, Free Fire Max has yet to fully regain its predecessor’s lost ground. It has managed to recapture just about half of Free Fire’s average monthly purchase volumes, falling notably short of Free Fire’s peak performance. Measurable AI: Free Fire Consumer Spending Volume Trend in India (2021-2023Q1) *Order Volume Trend = Estimated order volume index, which is based on the monthly in-app-purchase order volume captured in Measurable AI’s unique consumer panel. Data range 2021 January to 2023 March. Only in-app-purchase orders on Google Play are plotted in this chart. When it comes to in-app purchases, Indian users of Free Fire averaged spending around USD 4.6 over the years, while Free Fire Max users spent slightly less, at around USD 4. Meanwhile, it’s not only Free Fire facing challenges in India. Free Fire’s competitor, PUBG, developed by Tencent, was initially banned in 2020, followed by its alternative, BGMI, also being delisted from stores due to its Chinese ties. Free Fire’s Resilience in Southeast Asia In Southeast Asia, Free Fire’s revenue trend has maintained relative stability, marked by minor fluctuations here and there. Encouragingly, Q1 2023 saw a robust growth in user spending, approaching the figures seen two years ago. This reflects that the region continues to be a robust market for the game despite the challenges it has faced elsewhere. Measurable AI: Free Fire Consumer Spending Volume Trend in Southeast Asia (2021-2023Q1) *Order Volume Trend = Estimated order volume index, which is based on the monthly in-app-purchase order volume captured in Measurable AI’s unique consumer panel. Data range 2021 January to 2023 March. Only in-app-purchase orders on Google Play are plotted in this chart. Countries include: Indonesia, Singapore, Thailand, Vietnam, Philippines After all, it’s difficult to keep a popular game forever, Free Fire’s slowdown perhaps signals an opportune moment for new games to take the spotlight. On that note, Garena has announced the forthcoming launch of their new game, Undawn, an open-world zombie survival mobile game. Set to debut in Southeast Asia across Singapore, Malaysia, the Philippines, Indonesia, and Thailand on June 29, it will be intriguing to see if this game can capitalize on the vacuum left by Free Fire’s downturn. How far will this new game go? We take this opportunity to introduce Measurable AI’s datasets in the dynamic gaming sector. Our dataset covers Apple App Store, Google Play, PlayStation, Steam, Microsoft Store, and Epic Games. At Measurable AI, we don’t just track downloads; we delve deeply into actual purchase activity and the behavioral patterns that drive it in the gaming/mobile app sector, providing precise insights rather than mere estimates. This enables companies and investors to pinpoint top-grossing in-app purchase items for new apps or games, scrutinize retention rates among big spenders, and gauge the purchasing performance of competitors. Read our former blogs on how to use Measurable AI’s datasets to characterize the big whale spenders in games. About Measurable AI Charlie Sheng is a serial entrepreneur, and a dedicated communicator for technology. She enjoys writing stories with Measurable AI’s very own e-receipts data. You can reach her at [email protected]. At Measurable AI, we build and own a unique email receipt consumer panel and have become the largest transactional email receipt data provider for the emerging markets. We are well regarded for the granular insights that can be extracted from our comprehensive datasets across the digital economy, including travel, e-commerce, digital entertainment, food delivery and ride-hailing. Check out our latest Reports: 2019-2022 Food Delivery Annual Report for Asia, Asia & Americas Ride-hailing Report 2019-2023. *The Content is for informational purposes only, you should not construe any such information or other material as investment advice. Prior written consent is needed for any form of republication, modification, repost or distribution of the contents.

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#Food-Delivery

May 19, 2023

Exploring the Bubble Tea Craze in Hong Kong: Market Trends and Insights
How do different bubble tea brands in Hong Kong fare on the delivery scene? Every Friday, the team at Measurable AI is rewarded with a bubble tea treat to mark the end of the workweek. Often we are confronted with the paradox of choice. Searching alone on the Deliveroo app in Hong Kong you will see more than 70 bubble tea shops. Same goes for Foodpanda. As a bubble tea lover since childhood days, this prompted my curiosity to discover which bubble tea shops fared the best in terms of delivery orders. And so I act on this inquisitive boba thirst and start digging into our datasets to see what insights I can unearth. First, a brief history. Bubble Tea was created in the 1980s in Taiwan and quickly became a popular street food item. Hong Kong’s first sip of bubble tea was introduced in 1994 by St. Alp’s Tea House (remember the big foot logo?). Fast forward to 2023. Nowadays, most bubble tea is sold out of street side stalls or takeaway deliveries with a plethora of brand names and options to choose from. Without further ado, here are my findings from analysing Measurable AI’s Hong Kong food delivery datasets for Foodpanda and Deliveroo for the quarters 4Q22 and 1Q23. Hong Kong Bubble Tea Delivery Market Share by Orders KungFu Tea Leading the Pack on Both Delivery Platforms The clear winner in terms of number of bubble tea transactions ordered and delivered on Deliveroo is Kung Fu Tea (手作功夫茶). Accounting for 34% of all bubble tea delivery transactions in 4Q22, it has gained more traction in 1Q23 with 42% of market share by order volume. TenRen tea comes in second, accounting for 27% of market share in 4Q22 and then growing to 34% in 1Q23. Share Tea, on the other hand, comes in third but seems to be losing market share when it comes to number of orders, falling from 18% to 14% from 4Q22 to 1Q23 respectively.  YiFang Fruit Tea (一芳台灣水果茶) also suffered a drop in number of delivery orders, from 10% to 4%. Turning to Foodpanda, the clear leader here when it comes to market share by number of delivery orders is Kung Fu Tea, accounting for 38% and 40% of total bubble tea delivered for 4Q22 and 1Q23 respectively. Runners up is A BouTea, accounting for 20% of market share in 4Q22 before dropping to 16% in 1Q23. In third place we have Comebuy, who also experienced a drop in delivery orders from 13% in 4Q22 to 9% in 1Q23. Average Spend per Bubble Tea Delivery Order in Hong Kong The average spend per transaction across the board on bubble tea deliveries on Foodpanda amounted to HKD139 for 4Q22 and HK126 for 1Q23. For Deliveroo, the average spend per delivery order on bubble tea is ~4.3% and ~36.5% higher than Foodpanda’s for 4Q22 and 1Q23 respectively, coming in at HKD145 and HKD172. From our e-receipt dataset, Deliveroo seems to have enjoyed a ~19% increase in number of bubble tea delivery orders from 4Q22 to 1Q23 while Foodpanda suffered a ~9% QoQ decline. Which Bubble Tea Brand Has the Highest Average Order Value Per Delivery Transaction? Acknowledging that Deliveroo receives a bigger dollar amount with each delivery transaction, how about the bubble tea brands themselves? Curious to see which one is enjoying the highest average order value per delivery, I pry again at our datasets to see what insights I can gather. For bubble tea deliveries on Deliveroo, the winner goes to Kung Fu Tea and runners up position to Tenren Tea, which averaged at HKD214 and HKD187 respectively for 1Q23.   Looking at our Foodpanda e-receipt dataset, for 1Q23, Gongcha holds the number one position when it comes to the highest average spend per delivery at HKD391 per receipt. Second place goes to Nut Tea (HKD354) and then Celestial Teaing (HKD189). For 4Q22, Gong Cha also held the winning spot, averaging HKD318 per delivery receipt with Celestial Teaing next in line at HKD300 per delivery receipt.  About Measurable AI At Measurable AI, we build and own a unique consumer panel and are the largest transactional email receipt data provider for the emerging markets. We are well regarded for our comprehensive alternative dataset across the digital economy. Check our Latest 2019-2022 Food Delivery Annual Report.  About the Author Michelle Tang is passionate about food and cooking. She loves finding answers and storytelling with insights derived from datasets. If you would like to dive deeper into our fast food delivery datasets or wish to see a sample, you can reach her at [email protected]. *The Content is for informational purposes only, you should not construe any such information or other material as investment advice. Prior written consent is needed for any form of republication, modification, repost or distribution of the contents.

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#Latin America

May 17, 2023

4 Years of Ride-hailing in the Americas (2019- 2023)
In the wake of the global pandemic, the ride-hailing industry all over the world has undergone a multitude of changes and faced numerous challenges. In Measurable AI‘s latest annual report on Ride-hailing in Americas (2019-2023), covering 6 regions: Brazil, Mexico, Argentina, Chile, Colombia, and the US, we dive into the post-pandemic landscape of the ride-hailing industry, examining its evolution, the resilience of key players, and the user behavior change. Sign up for the full report HERE In this blog, we’ll preview some of the highlight analysis from the Americas Ride-hailing annual report (2019-2023). First stop, Brazil. Brazil Ride-hailing User demand and Consumption The pandemic caused a significant decline in the ride-hailing industry in the Americas, as demand plummeted due to lockdowns and the shift to remote work. As the restrictions gradually eased, the consumption for ride-hailing services started to recover. Post-pandemic, the ride-hailing industry has shown resilience and adaptability, major players have successfully navigated the challenges and are poised for continued growth. Measurable AI: Brazil Ride-hailing Demand & Consumption *Demand Trend = Estimated order volume index, which is based on the monthly order volume captured in Measurable AI’s unique consumer panel. Data range 2019 January to 2023 March. Ride-hailing companies included in this chart: NinetyNine, Uber, Cabify The ride-hailing industry in Brazil experienced a significant decline in demand during Q2 2020, mainly due to the impact of the pandemic and the associated lockdown measures. However, the market demonstrated remarkable resilience and eventually bounced back, with demand levels returning to pre-pandemic figures. From 2019 to 2022, the demand trend for ride-hailing services in Brazil exhibited a compound annual growth rate (CAGR) of 20.6% based on order volume, highlighting the sector’s robust recovery. Furthermore, Brazilian riders’ average order value (AOV) has shown consistent growth over time. Starting at around 12 BRL, the AOV steadily increased and reached approximately 15 BRL in Q1 2023. This positive trajectory in both demand and average order value indicates the strong performance and potential of Brazil’s ride-hailing market, as consumers continue to embrace these services as an essential mode of transportation in their daily lives. Brazil Ride-hailing Marketshare Overview Measurable AI: Brazil Ride-hailing Market Share Overview *Order Volume = Estimated order volume index, which is based on the monthly order volume captured in Measurable AI’s unique consumer panel. Data range 2019 January to 2023 March. Ride-hailing companies included in this chart: NinetyNine, Uber, Cabify In terms of the ride-hailing competition, Uber has held a dominant position in Brazil’s ride-sharing market since 2019, outpacing competitors like Ninetynine. However, during the pandemic, both Uber and Ninetynine faced substantial challenges as consumer demand plummeted due to lockdowns and social distancing measures. Despite these hardships, Uber demonstrated resilience and adaptability by implementing various strategies to weather the storm and protect its market position. As the pandemic situation improved and restrictions were lifted, Uber managed to gradually regain consumer confidence and rebuild its market share. By focusing on safety measures, innovative solutions, and promotional efforts, the company succeeded in attracting more users and increasing its order volume. By Q1 2023, Uber’s market share by order volume had risen to nearly 60%, showcasing the company’s strong recovery and commitment to maintaining its leading position in Brazil’s ride-sharing market. Sign up to read FULL report HERE Check out our former report on Asia online delivery (food+grocery). ABOUT MEASURABLE AIMeasurable AI is the leading transactional e-receipt provider for the digital economy across the emerging markets. Through aggregating and anonymizing real purchase e-receipt data from their consumer panel, the company is able to provide actionable and timely insights for data-driven investors and corporations around the world.

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